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NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors

EPISODE · Jan 9, 2024 · 58 MIN

NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors

from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder

0:00 - Introduction1:02 - Crypto's impact on hardware pricing2:38 - Cloud vertical integration and power dynamics5:09 - Nvidia's competitive advantage8:01 - Broadcom's earnings from Google TPU orders11:29 - Vertical integration dynamics12:16 - ARM IPO and pricing19:25 - Capital cycles and AI investment22:30 - Chips Act and subsidies27:01 - AI "head fakes"30:10 - Geopolitics and supply chains35:10 - CHIPS Act allocation42:34 - Intel's government backing45:09 - Broadcom and VMware51:21 - Dylan's "secret sauce" research54:31 - Open source technology dynamics56:57 - Geopolitical winners and losers59:06 - OpenAI's suboptimal choices Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

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NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors

0:00 58:34

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